How to 'Check Out' or Move Items Using Sortly

Streamline your inventory management effortlessly with the Sortly app's "quick scanner" tool. No more tedious manual tracking—simply utilize QR codes or barcodes assigned to your items. Just select a folder and scan items to instantly "check out" or "move" them. You can also move items manually on the web version, if desired. 

To use this feature, ensure your items are connected to existing barcodes or QR codes or generate custom labels using Sortly. 

How to Move Items

Web

Moving One Item

  1. Click the move icon on the item
  2. Select the quantity to be moved, specify the reason for the move, and choose the destination folder for the item

Moving Multiple Items in One Folder

Moving items in bulk can significantly streamline your workflow, saving time and effort when managing large quantities of data or physical objects. This process involves selecting multiple items, specifying the desired quantity, providing a reason for the move, and designating a destination folder or location.

  1. Start by selecting the items you want to move. Click the checkbox in the upper left of each item to activate the Bulk Edit bar and click Move
  2. Select the quantity to be moved, specify the reason for the move, and choose the destination folder for the items

Moving Multiple Items in Different Folders

  1. Head to Advanced Search and choose your criteria for the search and click Apply Filters
  2. Select the items you want to move. Click the checkbox in the upper left of each item to activate the Bulk Edit bar and click Move.
  3. Select the quantity to be moved, specify the reason for the move, and choose the destination folder for the items.

Mobile

In this example, we will move items from our Available Inventory to one of our Store folders.

 

  1. From the Available Inventory folder, click on the scanner icon at the top right
  2. Choose a saved Move to Folder option or create a new Quick Action
  3. Scan the code of the item you want to move/check out, and it will automatically go to the folder you chose. 

 

Sortly Mobile App Scanner Settings

    Image_from_iOS.png

Quick Move Settings

  • Quantity: Use a quick scan to move multiple items at once by selecting the quantity, saving time and effort. For example, scan a QR code once for 5 identical chairs instead of scanning each chair separately.

  • Confirm All Updates: Choose whether to receive a confirmation popup before finalizing updates. Toggle this option for a seamless experience, with a discreet banner indicating completion instead of a confirmation screen.

Scanner Settings

  • Enable Bluetooth Scanning: Exclusively available for Ultra and Enterprise users, this feature facilitates seamless integration between Sortly and third-party scanners. Enable this setting to utilize your scanner alongside the mobile app.

  • Enable Sound: Activate this option to receive an audible beep each time an item is successfully scanned via the mobile app.

  • Vibrate: Opt for device vibration upon successful scans by enabling this setting.

Video Tutorial

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